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DFSVX vs NDVCX
DFSVX vs NDVCX Comparison
Open Charts DFSVX vs NDVCX
DFA US Small Cap Value I
Price$49.94
Change+$0.23 (+0.46%)
VolumeN/A
Net Assets16.76B
MFS New Discovery Value C
Price$16.94
Change+$0.07 (+0.41%)
VolumeN/A
Net Assets3.38B
DFSVX vs NDVCX Comparison Chart
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DFSVX vs. NDVCX commentary
Jan 19, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is DFSVX is a Hold and NDVCX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. NDVCX (3.38B). DFSVX pays higher dividends than NDVCX: DFSVX (1.44) vs NDVCX (0.27). DFSVX was incepted earlier than NDVCX: DFSVX (32 years) vs NDVCX (14 years). NDVCX is a more actively managed with annual turnover of: 30.00 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than NDVCX: DFSVX (0) vs NDVCX (1000). DFSVX annual gain was more profitable for investors over the last year : 17.38 vs. NDVCX (10.21). DFSVX return over 5 years is better than : 51.83 vs. NDVCX (8.85).
| DFSVX | NDVCX | DFSVX / NDVCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 14 years | - |
| Gain YTD | 2.948 | 2.295 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 3.38B | 497% |
| Annual Yield % from dividends | 1.44 | 0.27 | 533% |
| Returns for 1 year | 17.38 | 10.21 | 170% |
| Returns for 3 years | 16.94 | -10.07 | -168% |
| Returns for 5 years | 51.83 | 8.85 | 586% |
| Returns for 10 years | 57.77 | 43.52 | 133% |
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